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Estate Officer X2

Vacancy Details

Reference No.



One of our financial services clients is seeking for Estate Officer X2 to administer deceased estates and to add value to the business by referring sales leads to the rest of the organisation so as to create holistic value proposition for our clients.


  • Contribute to a culture conducive to the achievement of transformation goals by participating in Organisation Culture building initiatives (e.g. staff surveys etc).
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
  • Ensure that all estates assets are insured against loss.
  • Draft a cash reconciliation statement which is checked for correctness by management before any cash distribution.
  • Update stats and have monthly meetings with Management to identify possible risks.
  • Get equity mandates from the heirs before liquidating any assets.
  • Explain the deceased estates administration process to the heirs and manage their expectations; by regular and ongoing communication.
  • Engage our internal clients (NFP; PFA) by keeping up to date with regular progress report.
  • Responding to client queries and complaints within 48 hours.
  • Escalating complaints to Management.
  • Foster professional relationships with beneficiaries; intermediaries and others. executors fees.
  • Finalise estates within the shortest possible time to maximise profits by making use of tatistics progress report.
  • Receive all relevant documents from the heirs and send them to the relevant authorities for processing.
  • Take control of the deceased assets and ensuring that they are allocated to the lawful heirs.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
  • Understand and embrace the Organisation vision and demonstrate the values through interaction with team and stakeholders.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained or maintained within specified time frames.
  • Ensure information is provided correctly to stakeholders by maintaining knowledge and sharing knowledge with team.


  • Matric or Grade 12 or National Senior Certificate
  • Advanced Diplomas or National 1st Degrees
  • Post Graduate Diploma: Financial Planning
  • 3 to 5years in legal or banking environment

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Position Type

Temp < 6 months

Work Level



Market Related


Human Resources

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Western Cape - Cape Town CBD